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Ashley Avery

Strategic Advisers LLC

Athens, GA

CRD 7418693

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Athens, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellesley Country Club Wellesley MA 05/2018 07/2021
University Of Massachusetts Amherst Amherst MA 09/2016 05/2020
Babson College Wellesley MA 08/2020 05/2021
Fidelity Investments Merrimack NH 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 07/2021
    Wellesley Country Club
    Wellesley, MA
  • 09/2016 → 05/2020
    University Of Massachusetts Amherst
    Amherst, MA
  • 08/2020 → 05/2021
    Babson College
    Wellesley, MA
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2023-10-03
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Ashley Hamilton Avery
  • Ashley Avery

View on SEC IAPD

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